WINDSOR ADVISORY GROUP, LLC
CRD #122266 SEC #801-61372 COLUMBUS, OH 614-545-0300
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$2.6B
Employees
21
Clients
101
Accounts
1,558
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, JOSEPH, STUART | I | EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| DYE, HARRY, MORGAN | I | OWNER/PARTNER | NA | Control |
| DYE, HARRY, MORGAN | I | EXECUTIVE OFFICER | NA | Control |
| DYE, HARRY, MORGAN | I | OWNER/PARTNER | NA | Control |
| DYE, HARRY, MORGAN | I | OWNER/PARTNER | NA | Control |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANGLEY, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| MOZOLA, JOHN, EUGENE | I | COO & MEMBER | NA | Control |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOLT, RITA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Weir, Stephanie, Gullifer | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | E | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | E | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | E | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | E | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | E | Control |
| WINDSOR ADVISORY GROUP, LLC | DE | LLC | E | Control |
| WINDSOR ADVISORY GROUP, LLC | DE | 100% EQUITY OWNER | E | Control |
| WINDSOR ADVISORY GROUP, LLC | DE | LLC | E | Control |
| WINDSOR ADVISORY GROUP, LLC | DE | LLC | E | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | PRINCIPAL | D | Control |
| DYE, HARRY, MORGAN | I | PRINCIPAL | D | Control |
| DYE, HARRY, MORGAN | I | PRINCIPAL | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | PRINCIPAL | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | OWNER/EXECUTIVE OFFICER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DYE, HARRY, MORGAN | I | MANAGING MEMBER | D | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | PRINICIPAL | C | Control |
| DAVIES, JOSEPH, STUART | I | PRINICIPAL | C | Control |
| DAVIES, JOSEPH, STUART | I | PRINICIPAL | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | PRINICIPAL | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/EXECUTIVE OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| DYE, HARRY, MORGAN | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | C | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/PARTNER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER & CHIEF INVESTMENT OFFICER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER | B | Control |
| DAVIES, JOSEPH, STUART | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | PRINCIPAL | B | Control |
| EESLEY, JONATHON, SCOTT | I | PRINCIPAL | B | Control |
| EESLEY, JONATHON, SCOTT | I | PRINCIPAL | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | PRINCIPAL | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| EESLEY, JONATHON, SCOTT | I | MEMBER | B | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/PARTNER | A | Control |
| DAVIES, JOSEPH, STUART | I | OWNER/PARTNER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| HALL, CLAYTON, A | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER & CCO | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER & CCO | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
| MOZOLA, JOHN, EUGENE | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DYE, HARRY, MORGAN | I | WINDSORY ADVISORY GROUP, LLC | E | Control |
| DYE, HARRY, MORGAN | I | WINDSORY ADVISORY GROUP, LLC | E | Control |
| DYE, HARRY, MORGAN | I | WINDSORY ADVISORY GROUP, LLC | E | Control |
| DYE, HARRY, MORGAN | I | WINDSORY ADVISORY GROUP, LLC | E | Control |
| DAVIES, JOSEPH, STUART | I | WINDSOR ADVISORY GROUP, LLC | C | Control |
Registrations
Federal
IA
Jun 4, 2025 REGISTERED
Notice Filings (7)
AZ FL MA NY OH TX WV
Address
2130 QUARRY TRAILS DR1ST FLOOR
COLUMBUS, OH 43228
United States
Phone: 614-545-0300